The Well Rounded Retirement
The Well-Rounded Retirement podcast with John and Jim from CRIS Financial teaches you how to take a well-rounded approach to retirement planning so you can retire with complete certainty. If you’re looking for proven and straightforward retirement advice, ranging from how to protect your assets to how to spend with confidence, this show is for you.
24. Overcoming The Hurdle of Financial Advice for Women
One recurring issue in financial services is that it’s a predominantly male industry. Often, male advisors have a difficult time relating to women and even talking to them when it comes to financial planning. In this episode of Well Rounded Retirement, Jim Donewald discusses the barriers for female clients when seeking help with their financial … Continue reading 24. Overcoming The Hurdle of Financial Advice for Women →
23. Getting Geeky about HAILaGEEK with Tom Heard
Technology is obviously a big part of our lives everyday, and with technology comes technology issues. But not everyone is a geek with technology, that’s why sometimes you just have to leave it to the experts. In this episode of Well Rounded Retirement, Jim Donewald talks with Tom Heard, founding partner at HAILaGEEK to discuss … Continue reading 23. Getting Geeky about HAILaGEEK with Tom Heard →
Episode 22 – Simplifying the Financial Planning Process — with Steve Goldstein
As most people grow up they get a job, make as much money as possible and try to save as much as they can. But, if you’re not paying attention to what the rest of your financial life looks like, how do you know when you can retire? In this episode, Jim Donewald sits down … Continue reading Episode 22 – Simplifying the Financial Planning Process — with Steve Goldstein →
Episode 21 – Jump in the Market of Buying or Selling a Home — with Joe Burrage
In today’s market, selling your home is the easy part. The difficult part is finding your next place to live before you put your home on the market. In this episode, Jim Donewald sits down with Joe Burrage, a licensed real estate agent with Keller Williams Heritage to discuss some background information about how Joe … Continue reading Episode 21 – Jump in the Market of Buying or Selling a Home — with Joe Burrage →
Episode 20 – Insurance Protection at a Reasonable Cost — with Beth Glowacz
When it comes to insurance most people want the cheapest price—but being cheap doesn’t necessarily save you money in the long run. In this episode, Jim Donewald sits down with John’s wife Beth Glowacz, agency owner and partner at Cinco Ranch Insurance Services, to discuss independent insurance services and educate listeners on tips to avoid … Continue reading Episode 20 – Insurance Protection at a Reasonable Cost — with Beth Glowacz →
Episode 19 – What To Focus on For Retirement Planning
We understand everyone has busy lives—why not take 10, 15, 30 minutes to focus on the starting points for your retirement planning. In this episode, Jim Donewald discusses some of the basics of retirement planning, and shares parts of conversations he has everyday to help you plan for your retirement. In this episode you will … Continue reading Episode 19 – What To Focus on For Retirement Planning →
Episode 18 – What Does It Really Look Like to Retire?
Everyone talks about retirement—but what does it all really mean? What does the process truly look like? In this episode, Jim Donewald outlines the overall process of retirement, including definitions of the basic terms, to help you better understand information given in previous episodes. Jim also shares a review of why he does what he … Continue reading Episode 18 – What Does It Really Look Like to Retire? →
Episode 17 – Protection of Estate Planning
Are you prepared to protect your estate at the time you pass away? In this episode, Jim Donewald sits down with guest Richard Behlmann, Managing Attorney at Behlmann Law Firm, board certified in estate planning and probate law, to discuss the power of estate planning documentation, including the urgency of how to take control of … Continue reading Episode 17 – Protection of Estate Planning →
Episode 16 – The Financial Concern of Widowhood
Widowhood is the result of losing a spouse, and it can be both emotionally traumatic as well as financially draining if you’re not prepared. In this episode, Jim Donewald discusses how to prepare your finances and have all the necessary documentation to manage on your own if you lose your spouse. In this episode you … Continue reading Episode 16 – The Financial Concern of Widowhood →
Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich
At CRIS Financial, we have a deep bench of professionals that help you plan for your ideal retirement. In this episode, Jim Donewald talks to Nick Heinrich, a financial planning director at Advisory Alpha, about how his team brings additional depth and infrastructure to support client portfolios at CRIS Financial. You will get rare insight … Continue reading Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich →
